Planned Solutions, Inc. Purchases in Q4 2024

Planned Solutions, Inc.

  • $231 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
107K
+ 1293.07%
$100.22 - $100.73 $10.7M - $10.7M
115K $11.5M
AVUV
American Centy ETF Tr Avantis

ETFs
100K
+ 39327.45%
$94.37 - $106.41 $9.46M - $10.7M
101K $9.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14.1K
+ 76.94%
$481.22 - $538.17 $6.77M - $7.57M
32.4K $16.5M
JPIE
J P Morgan Exchange Traded Fd
149K
+ 47.49%
$45.59 - $46.25 $6.78M - $6.88M
462K $21.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
42.2K
+ 708.62%
$100.16 - $100.7 $4.23M - $4.25M
48.2K $4.84M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.89K
+ 81.34%
$94.43 - $105.47 $745K - $832K
17.6K $1.79M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.38K
+ 0.94%
$124.26 - $134.12 $171K - $185K
148K $19.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.89K
+ 117.37%
$176.42 - $186.91 $333K - $352K
3.49K $621K
DVY
Ishares Tr

ETFs
2.11K
+ 27.15%
$129.55 - $143.41 $273K - $302K
9.87K $1.3M
NVDA
Nvidia Corp

Technology
575
+ 4.85%
$117.0 - $148.88 $67.3K - $85.6K
12.4K $1.67M
WSM
Williams Sonoma Inc

Consumer Cyclical
240
+ 25.0%
$129.13 - $198.21 $31K - $47.6K
1.2K $222K
SRLN
Ssga Active Trust

ETFs
1.5K
+ 21.74%
$41.48 - $42.08 $62K - $62.9K
8.37K $349K
SNA
Snap On Inc

Industrials
50
+ 5.56%
$285.44 - $371.35 $14.3K - $18.6K
950 $322K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.05K
+ 24.29%
$50.62 - $50.97 $53.1K - $53.5K
5.37K $272K
TM
Toyota Motor Corp

Consumer Cyclical
125
+ 11.36%
$169.2 - $199.52 $21.2K - $24.9K
1.23K $238K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.7K
+ 226.78%
$26.93 - $84.95 $397K - $1.25M
21.2K $579K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.02%
$201.32 - $217.44 $201 - $217
5.35K $1.11M
RF
Regions Financial Corp

Financial Services
835
+ 8.28%
$22.45 - $27.47 $18.7K - $22.9K
10.9K $256K
SCHO
Schwab Short Term Us Treasury

ETFs
17.4K
+ 107.51%
$24.06 - $48.88 $419K - $852K
33.6K $809K
CVX
Chevron Corp

Energy
107
+ 3.35%
$141.15 - $162.53 $15.1K - $17.4K
3.3K $478K
CB
Chubb LTD

Financial Services
60
+ 6.72%
$271.57 - $301.89 $16.3K - $18.1K
953 $263K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
33
+ 0.3%
$61.68 - $67.87 $2.04K - $2.24K
10.9K $680K
HIG
Hartford Financial Services Group, Inc.

Financial Services
135
+ 7.96%
$107.06 - $123.74 $14.5K - $16.7K
1.83K $200K
Arista Networks Inc Com Shs
5.32K
New
N/A
5.32K $0
Jpmorgan Hedged Equity Laddered Overlay ETF
96.1K
+ 26839.94%
N/A
96.4K $0
Ishares Large Cap Deep Buffer ETF
182K
New
N/A
182K $0
Return Stacked U.S. Stocks & Managed Futures ETF
125K
New
N/A
125K $0
GNMA
Ishares Gnma Bond ETF

ETFs
746
+ 4.3%
$42.8 - $44.74 $31.9K - $33.4K
18.1K $776K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
645
+ 6.14%
$26.63 - $30.23 $17.2K - $19.5K
11.2K $297K
CAT
Caterpillar Inc

Industrials
4
+ 0.61%
$360.37 - $416.88 $1.44K - $1.67K
663 $240K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.05%
$161.05 - $179.7 $322 - $359
3.84K $643K
FNDX
Schwab Fundamental U S Large C

ETFs
699K
+ 202.59%
$23.49 - $71.77 $16.4M - $50.2M
1.04M $24.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
29.7K
+ 114.28%
$18.41 - $40.87 $547K - $1.21M
55.7K $1.03M
MSFT
Microsoft Corp

Technology
2
+ 0.05%
$406.35 - $454.46 $813 - $909
4.45K $1.87M
IDV
Ishares Tr

ETFs
540
+ 2.58%
$27.03 - $29.92 $14.6K - $16.2K
21.5K $588K
IEFA
Ishares Tr

ETFs
1.53K
+ 1.76%
$70.06 - $77.43 $107K - $119K
88.8K $6.24M
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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